Richard Wallace

Experience

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  ILIOTIS INGENIERIE

  Sept 2003 - Sept 2005

  IT Technician

  . Making sure systems are up and running (~100 users). Implement IT policies & quality plan. Train and support users in their everyday difficulties. Monitor the market for new opportunities

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  Apex Tool Group, LLC

  Oct 2008 - Oct 2010

  Project Manager – Continuous Improvement & Quality, Safety, Environment

  . Continuous improvement workshop leader (Kaizen) in manufacturing environment . Documentation updates : policies, mapping, procedures,... . Lead compliance regarding safety & health (Risk management). Worked in US, Switzerland and Germany. . 14 days training in USA (Atlanta) : Lean 6 Sigma Green Belt

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  ClickTouch America Inc.

  Feb 2014 - Jul 2014

  Project Manager – Continuous Improvement – Master's Internship

  . Operations optimization report & playbook to reduce operationnal costs

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  National Bank of Canada

  Feb 2015 - now

  . Oversee brokerage operations (±300 employees) : costs, quality, time, compliance. Plan the strategy, objectives, levers, and oversee the execution of business plans. Ensure sound management practices to align and develop Senior Managers & develop and maintain global employee engagement. Establish and maintain partnerships to maintain alignment and maximize capabilities. Act as an advisory role to top management . Oversee operations (±150 employees) of 4 partners: costs, quality, time, compliance. Plan the strategy, objectives, levers, and oversee the execution of business plans. Ensure sound management practices to align and develop Managers & develop and maintain global employee engagement. Establish and maintain partnerships to maintain alignment and maximize capabilities. Act as an advisory role to management . Transform, through influence and cross-functionally, account transfer teams. Act as a center of innovation in management practices. Overhaul and supervise a business unit* (±30 employees): costs, quality, time, compliance. Act as an advisory role to management . Lead cross-functional projects. Produce and present business cases: project profitability. Intervene to resolve complex operational situations. Act as a mentor, coach, or innovator for resource development. Act as an advisory role to management

  • Senior Director – Wealth Management – Operations and Support

    Jun 2024 - now

  • Senior Manager – Wealth Management – Operations and Support

    Mar 2021 - Jun 2024

  • Director – Wealth Management – Operations and Support

    Mar 2019 - Feb 2021

  • Senior Advisor | Project Strategy & Performance | Operations

    Feb 2015 - Mar 2019